Unorganised to Organised. Brick-and-Mortar to Digital. Premiumisation. Invest in mega value-shifts.
Min. Amount
₹ 53,536
4Y CAGR
Volatility
High
Paterson
SEBI Registration No: INA000015747
Paterson is a SEBI-registered investment advisor, offering expertly curated smallcases along with personalised portfolio advisory across stocks and mutual funds. Every smallcase is research-backed, crafted with high quality stocks, curated for investors with an edge.
In simpler words, Paterson is your trusted partner for all things wealth. We’re a team of seasoned fundamental analysts and investment professionals, committed to long-term wealth creation through disciplined, research-backed strategies.
Paterson is one of India’s oldest and most respected financial services companies with a legacy that dates back to 1935.
Paterson
SEBI reg. No: INA000015747
Paterson is a SEBI-registered investment advisor, offering expertly curated smallcases along with personalised portfolio advisory across stocks and mutual funds. Every smallcase is research-backed, crafted with high quality stocks, curated for investors with an edge.
In simpler words, Paterson is your trusted partner for all things wealth. We’re a team of seasoned fundamental analysts and investment professionals, committed to long-term wealth creation through disciplined, research-backed strategies.
Paterson is one of India’s oldest and most respected financial services companies with a legacy that dates back to 1935.
Managed by
Paterson
90+ years experience
Welcome to Paterson.
We are a 90+ year old SEBI-registered wealth management organisation helping high earners and retail investors with expertly curated portfolios to meet all financial needs.
Our secret sauce?
A rigorous investment framework that combines compelling business stories, superior earnings, smart valuations, and timely triggers ensuring meaningful wealth creation.
Powered by an in-house team of seasoned analysts and portfolio managers, we don’t just pick stocks, we craft strategies that protect, grow, and evolve your wealth.
Our smallcases
We offer a wide range of thematic smallcases across sectors, designed to suit different risk appetites and financial goals, bringing you the benefits of professional asset allocation and active management with the convenience of a simple digital experience.
With Paterson, it’s not just investing - it’s intelligent, personalised wealth management made accessible for all ambitious individuals.
All Things Wealth. One Trusted Partner.
Click here to follow us on Twitter
Welcome to Paterson.
We are a 90+ year old SEBI-registered wealth management organisation helping high earners and retail investors with expertly curated portfolios to meet all financial needs.
Our secret sauce?
A rigorous investment framework that combines compelling business stories, superior earnings, smart valuations, and timely triggers ensuring meaningful wealth creation.
Powered by an in-house team of seasoned analysts and portfolio managers, we don’t just pick stocks, we craft strategies that protect, grow, and evolve your wealth.
Our smallcases
We offer a wide range of thematic smallcases across sectors, designed to suit different risk appetites and financial goals, bringing you the benefits of professional asset allocation and active management with the convenience of a simple digital experience.
With Paterson, it’s not just investing - it’s intelligent, personalised wealth management made accessible for all ambitious individuals.
All Things Wealth. One Trusted Partner.
Click here to follow us on Twitter
Popular smallcases by Paterson
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Companies that dominate their respective industries and sectors.
Min. Amount
₹ 69,603
4Y CAGR
Volatility
High
Diversified and low-cost ETFs designed to weather the market and grow your wealth.
Min. Amount
₹ 50,000
5Y CAGR
Volatility
Low
4-6 positional trades based on technical analysis.
Min. Amount
₹ 1,00,000
2Y CAGR
Volatility
High
Special events that make big money - mergers, acquisitions, demergers, spin-offs, turnarounds.
Min. Amount
₹ 21,647
1Y Returns
Volatility
Med.
For Paterson, you need to subscribe to each fee-based smallcase separately
Benefits of investing in this smallcase
Seamlessly place orders in 1 click
Get every quarter rebalance updates
Easily start SIPs for disciplined investing